About Connie Schneider

A graduate of the University of Missouri-Columbia, Connie started her career as a classroom teacher. After earning a master's degree in Counseling, she changed her career path to financial services, joining Equitable Advisors in 1987 and obtaining her Certified Financial Planner™ Professional certification in 1990.  She obtained the Retirement Planning Specialist title from Equitable Advisors after earning her Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania.  Since then, she has earned numerous awards for her success as a financial advisor, including:

  • Equitable Centurion Award

  • Distinguished Service Award

  • Hallmark II

  • Equitable Hall of Fame

Connie joined Evergreen Wealth Strategies as a Partner in January 2014. She enjoys helping people understand financial matters so that they can become independent, self-aware and confident: “I educate my clients and paint a comprehensive picture to help them better understand where they are today, and to help formulate personal financial goals for the future,” she says.

In her leisure time, Connie enjoys traveling and hiking with her husband, Ken. Together, they have visited all but one of the 60 National Parks. ADC#130485/Exp (09/21)


CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.